Finance & Investment Affinity Group: Market Outlook 2025

CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.

Join us for a breakfast presentation and Q&A where we will discuss J.P. Morgan’s views across traditional and alternative asset classes for the year ahead. Michael Pages and Chris Baldi will lead the discussion.

Michael Pages is a Senior Banker and Executive Director at J.P. Morgan. He works alongside a team of professionals who share responsibility for advising endowments, foundations and select family offices across the US on a variety of matters including asset allocation, portfolio construction, capital and liquidity strategies and execution. He has deep expertise in the Outsourced Chief Investment Officer (OCIO) model and is Team Lead.

Chris Baldi is a Vice President and Investment Specialist at J.P. Morgan Private Bank. He is responsible for advising ultra-high net worth families and senior executives on a variety of matters including asset allocation, portfolio construction, capital and liquidity strategies and execution.

Cost: Free for CNJG Members; $75 for Non Member Grantmakers (includes full breakfast)

Thank you to JP Morgan for hosting and providing breakfast for this program.